Senior Wealth Analyst—UHNW Planning & Growth
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Corient seeks a Senior Wealth Analyst in Seattle to advance financial planning efforts for UHNW clients. You will complete financial plans, investment reports, and tax/estate analyses, supporting Wealth Advisors and coordinating client service delivery.
Role emphasizes data gathering, client meetings, and relationship-building with COI peers. Qualifications include a Bachelor's degree with CFP certification and 2-3 years’ experience, plus proficiency in Excel, Salesforce, and the Microsoft
We are seeking a motivated Senior Wealth Analyst—UHNW Planning & Growth to join Corient in Seattle, WA, United States.
Are you ready to take on the Senior Wealth Analyst—UHNW Planning & Growth role at Corient?
We would love to welcome a new Senior Wealth Analyst—UHNW Planning & Growth to our team in Seattle, WA, United States.
For the Senior Wealth Analyst—UHNW Planning & Growth position at Corient, we are reviewing applications now.
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